WeltzeitgeistI, for one, would expect that the smartest investor of all-time is onto something. Long T-Bonds all the way. But you do you.
gtewallace@wackJackle I'd be interested in the line as a % of assets under mgmt
@gtewallace Here, that last balance sheet. So it's roughly 25-30% of the balance sheet.
@wackJackle thanks. I will dig up some historicals to build a trend line (unless someone knows)
@gtewallace If you like to do it. I don't know if this was done already.
Here is the raw data: https://www.berkshirehathaway.com/reports.html
@gtewallace Thanks, that's very interesting. Amazing work. The build up after the dotcom crash when interest rates were rising and then the long down trend in the ZIRP after the GFC are interesting.
Yeah, and then the change in mind with the higher interest rate to fight inflation. I mean, it isn't complicated to learn something from him.. :)
@wackJackle yea but the recent scale up in t bills that you caught is definitely very interesting... thanks for the collab 🙌🏼
@gtewallace thank you, too. appreciated.